Refinancing made simple
Refinancing a mortgage doesn’t have to be complicated. Our experienced Loan Planners have a wealth of knowledge about the best and easiest steps to refinancing a mortgage. We work for you, not for the lenders. This means we help you refinance at the lowest possible cost.
Our refinancing steps are designed to make life easy for you. We’re on your side so we want the process to be as smooth as possible. All you have to do is follow these six easy steps:
- Step 1
Tell us why you’re looking to refinance. This way we can consider all the options available to achieve your financial goals.
- Step 2
We complete a Fact Find with you to get a full financial picture including your current loan details, assets, liabilities, debts, incomings and outgoings.
- Step 3
We take your information and complete a comprehensive search on lending options not just what your current lender may be offering.
- Step 4
We’ll go through the best options with you so you can make the decision that is right for you.
- Step 5
We assist you with all the paper work including application forms and any other documentation you’re required to provide such as: Letters of Offer and settlement documents.
- Step 6
Your refinanced loan is in place and this is when our relationship with you starts to flourish. We’ll work with you to help you pay your loan off as quickly as possible and give you advice about any future financial goals and decisions.